AXA (XSWX:CS) 1-Year Sharpe Ratio: -2.22 (As of Jun. 24, 2026)


XSWX:CS AXA SA XSWX:CS
70 GF Score
Price CHF37.96
GF Value CHF33.11
! 5 Warning Signs
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What is AXA 1-Year Sharpe Ratio?

AXA XSWX:CS 70 1-Year Sharpe Ratio is -2.22 as of Jun. 24, 2026. GuruFocus rates XSWX:CS with a GF Score™ of 70/100 and a GF Value™ of CHF33.11. The stock has 5 warning signs investors should review.

The 1-Year Sharpe Ratio measures the additional return that an investor receives per unit of increase in risk over the past year. As of today (2026-06-24), AXA's 1-Year Sharpe Ratio is -2.22.

AXA  (XSWX:CS) 1-Year Sharpe Ratio Explanation

The 1-Year Sharpe Ratio inidicates the risk-adjusted return of an investment over the past year. It is calculated as the annualized result of the average monthly excess return divided by its standard deviation over the past year. The monthly excess return is the monthly investment return minus the monthly risk-free rate (typically the 10-year Treasury Constant Maturity Rate). If the risk-free rate for a specific region is not available, U.S. data is used by default.

The greater a portfolio's Sharpe Ratio, the better its risk-adjusted performance. A negative Sharpe Ratio means the risk-free rate is greater than the portfolio’s historical or projected return, or else the portfolio's return is expected to be negative.

AXA 1-Year Sharpe Ratio Related Terms

XSWX:CS vs BRK.A, AIG, HIG: 1-Year Sharpe Ratio Comparison

For the Insurance - Diversified subindustry, AXA's 1-Year Sharpe Ratio, along with its competitors' market caps and 1-Year Sharpe Ratio data, can be viewed below:

* Competitive companies are chosen from companies within the same industry, with headquarter located in same country, with closest market capitalization; x-axis shows the market cap, and y-axis shows the term value; the bigger the dot, the larger the market cap. Note that "N/A" values will not show up in the chart.

AXA 1-Year Sharpe Ratio vs Insurance Industry

For the Insurance industry and Financial Services sector, AXA's 1-Year Sharpe Ratio distribution charts can be found below:

* The bar in red indicates where AXA's 1-Year Sharpe Ratio falls into.


XSWX:CS
70GF Score
AXA SA XSWX:CS
1-Year Sharpe Ratio is just one metric. See GF Score™, valuation, warning signs, and more.
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AXA 1-Year Sharpe Ratio Calculation

The 1-Year Sharpe Ratio measures the performance of an investment such as a stock or portfolio compared to a risk-free asset. A stock / portfolio's 1-Year Sharpe Ratio can be calculated by dividing the difference between the one-year returns of the investment and the risk-free rate, by the standard deviation of the investment returns over one year.

Frequently Asked Questions Learn more about 1-Year Sharpe Ratio →
What does a 1-Year Sharpe Ratio of -2.22 mean?
AXA (XSWX:CS) has a 1-Year Sharpe Ratio of -2.22 as of Jun. 24, 2026. 1-Year Sharpe Ratio measures the additional return that an investor receives per unit of increase in risk. View historical data for AXA and its competitors.
Is AXA's 1-Year Sharpe Ratio too high?
AXA's current 1-Year Sharpe Ratio is -2.22. Overall, AXA has a GF Score™ of 70/100, reflecting its overall financial health beyond just this single metric.
How does AXA's 1-Year Sharpe Ratio compare to BRK.A and AIG?
AXA's 1-Year Sharpe Ratio of -2.22 can be compared against companies in the Insurance industry. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good 1-Year Sharpe Ratio for an Insurance company?
A good 1-Year Sharpe Ratio depends on the Insurance industry context. However, 1-Year Sharpe Ratio should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high 1-Year Sharpe Ratio mean?
A high 1-Year Sharpe Ratio can signal that a stock is expensive relative to its fundamentals. 1-Year Sharpe Ratio measures the additional return that an investor receives per unit of increase in risk. View historical data for AXA and its competitors. AXA's current 1-Year Sharpe Ratio is -2.22. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is AXA stock overvalued right now?
AXA (XSWX:CS) has a current 1-Year Sharpe Ratio of -2.22. The stock's GF Value™ is CHF33.11, compared to a current price of CHF37.96 — trading 14.6% above its estimated fair value. The current 1-Year Sharpe Ratio is -2.22. AXA's overall GF Score™ is 70/100 with 5 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is 1-Year Sharpe Ratio calculated?
1-Year Sharpe Ratio is calculated from a company's financial statements. For AXA (XSWX:CS), the current 1-Year Sharpe Ratio is -2.22 as of Jun. 24, 2026. GuruFocus calculates this using data sourced from SEC filings and annual reports. See the calculation section and 30-year financial data on this page for the full breakdown.

Is AXA (XSWX:CS) Overvalued in 2026?

Based on GuruFocus' analysis, AXA stock appears to be overvalued. The current stock price of CHF37.96 is trading 14.6% above its estimated GF Value™ of CHF33.11.

Key valuation signals for XSWX:CS:

  • 1-Year Sharpe Ratio: -2.22
  • GF Value™: CHF33.11 vs. price of CHF37.96 (14.6% above fair value)
  • GF Score™: 70/100 with 5 warning signs

No single metric tells the full story. See the XSWX:CS stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.

AXA Business Description

Address 25, Avenue Matignon, Paris, FRA, 75008
AXA's origins date back to Ancienne Mutuelle, one of the few insurers that remained after the creation of the French social security system. With the threat of nationalization, a merger took place between Drouot and AXA, which was then still known as Mutuelles Unies in 1982, and later Présence. Ten years later, AXA acquired North American life insurer Equitable Holdings. This was a time of expansion as AXA also bought the French insurer UAP. As markets crashed at the turn of the millennium, AXA decided to refocus its business and exited its stake in US investment bank Donaldson, Lufkin & Jenrette. A few years later, the business expanded again with the acquisition of Swiss insurer Winterthur. AXA has reshaped its portfolio to technical risks.
70GF Score

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1-Year Sharpe Ratio is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

CHF37.96
Price
CHF33.11
GF Value